Top Financial Advisors In Ona, WV

PATRIOT INSTITUTIONAL CONSULTING The SPANO GROUP WEALTH MANAGERS is a highly reputable financial advisory firm that offers a wide range of financial services to individuals and businesses. With over 15 years of experience and managing assets worth over $1 billion, the firm has a team of over 20 qualified advisors who provide expert financial guidance and consultation. Their services include retirement planning, investment management, tax planning, estate planning, insurance, college planning, and business succession planning. They cater to various client types, including high-net-worth individuals, retirees, and non-profit organizations. The firm operates on a fee-based structure, ensuring that their interests align with their clients' success. The team at PATRIOT INSTITUTIONAL CONSULTING The SPANO GROUP WEALTH MANAGERS is dedicated to staying updated with the latest financial trends and strategies to best serve their clients. They have a clean record with no legal or disciplinary actions against them and are transparent about their fees and potential conflicts of interest, ensuring complete trust and transparency with their clients.